First things first! You'll want to make sure you have customized your investor form to collect the necessary data before making it accessible to potential investors. This article discusses how to customize your investor form and enable access to potential investors!
Now that your form is all set! Your investors will start to submit the forms on the Login page of your Investor Portal, and when they do, you will receive an email notification!
The following steps will show you how to receive the investor's submission for review and what action you can take:
Step 1. Navigate to the Forms tab found in the Communications section:
Step 2. Click on a particular investor's name and their form submission will appear allowing you to review the investor's answers to the questions found on your form!
Application Statuses:
Approve: approving the form submission will automatically create a contact record in the CRM and send the investor an invitation to the investor portal.
Deny: denying the form submission puts the submission into a denied state. This can be helpful when tracking multiple submissions during a capital raise.